customer engagement strategies
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove
"We all need to be as open to opportunities, embracing all the expertise there is out there in the industry, and start implementing the latest technologies and solutions as we transition from physical to a virtual advisory role." -
It is important and timely to share experiences on how financial services professionals are engaging clients during a time of crisis and confusion.
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." -
Leon Morales, DNA Behavior
[Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.
“Knowledge is a process of piling up facts. Wisdom lies in their simplification.” – Martin H. Fischer
Knowing I could bring uncommon tools and expertise that serve the greater good is what drove me to the industry” - Dr. Gino Collura, FinanceCAPE
Let's take a moment to review some of the best financial services innovation articles and discussions that the
Institute for Innovation Development (IID) developed throughout 2019.
[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
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